- FinanceAgent implements _plan/_gather/_reason/_act/_report lifecycle - Proactive sweep flags 30+ day overdue invoices, auto-sends reminders >60d/>$1k - PeerBus handler exposes overdue_summary, payment_history, financial_summary - HIPAA-locked: Ollama only, no cloud LLM routing - FinanceTools wraps OdooClient with 9 read/write methods on account.move - finance_system.txt prompt enforces no-write-to-invoices rule - research/finance_research.md documents Odoo 18 account model details Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
16 KiB
16 KiB